RIA Data Center
Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.
Sort by business name or assets under management, or use the filters offered to tailor the entire RIA universe to your liking.
| Rank | Business Name | Avg. account AUM | Discretionary AUM | Non-discretionary AUM | Total AUM |
|---|---|---|---|---|---|
| 1 | OPTIMIZE FINANCIAL INC. | $223,014 | $100,579,312 | — | $100,579,312 |
| 2 | TORREY WEALTH, LLC | $660,389 | $102,360,315 | — | $102,360,315 |
| 3 | TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | $449,512 | $101,147,959 | $1,790,225 | $102,938,184 |
| 4 | AWM GLOBAL ADVISORS | $342,025 | $103,633,443 | — | $103,633,443 |
| 5 | CORINTHIAN WEALTH MANAGEMENT | $341,871 | $102,677,231 | $1,593,484 | $104,270,715 |
| 6 | WEALTHTECH PARTNERS LLC | $187,489 | $95,104,713 | $12,326,335 | $107,431,048 |
| 7 | BULMAN WEALTH GROUP | $216,834 | $108,200,000 | — | $108,200,000 |
| 8 | CRAWFORD FINANCIAL PLANNING & CONSULTING | $312,179 | $108,950,510 | — | $108,950,510 |
| 9 | SAS FINANCIAL ADVISORS, LLC. | $314,286 | $40,000,000 | $70,000,000 | $110,000,000 |
| 10 | COGNIZANT WEALTH ADVISORS | $764,210 | $110,046,250 | — | $110,046,250 |
| 11 | DOUBLE BAY MANAGEMENT & PLANNING | $1,235,446 | $112,425,565 | — | $112,425,565 |
| 12 | MARRICK WEALTH | $481,287 | $83,829,547 | $30,235,573 | $114,065,120 |
| 13 | CAVU WEALTH ADVISORS | $1,760,231 | $114,415,000 | — | $114,415,000 |
| 14 | CLEARVIEW INVESTMENT PARTNERS, LLC | $302,136 | $114,509,721 | — | $114,509,721 |
| 15 | BLOM & HOWELL FINANCIAL PLANNING, INC. | $139,294 | $111,857,000 | $3,200,000 | $115,057,000 |
| 16 | WEALTH MANAGEMENT SOLUTIONS, LLC | $280,097 | $107,082,222 | $8,037,440 | $115,119,662 |
| 17 | GOLDEN GATE PERSONAL FINANCIAL PLANNING | $724,406 | $115,180,497 | — | $115,180,497 |
| 18 | BUCHER WEALTH ADVISORS | $588,528 | — | $115,351,474 | $115,351,474 |
| 19 | FONTE FINANCIAL ADVISORS | $372,034 | $112,473,949 | $3,228,659 | $115,702,608 |
| 20 | BULL OAK CAPITAL, LLC | $494,613 | $116,234,129 | — | $116,234,129 |
| 21 | YOUNG WEALTH MANAGEMENT | $1,114,507 | $117,023,216 | — | $117,023,216 |
| 22 | PROSPERITY WEALTH PLANNING LLC | $250,119 | $117,305,710 | — | $117,305,710 |
| 23 | NERAD + DEPPE WEALTH MANAGEMENT | $197,562 | $115,555,932 | $1,993,614 | $117,549,546 |
| 24 | DEDICATED CAPITAL ADVISORS, LLC | $1,090,360 | $79,756,319 | $38,002,590 | $117,758,909 |
| 25 | PROVIDENCE FINANCIAL AND INSURANCES, INC. | $104,895 | $119,265,165 | — | $119,265,165 |
| 26 | WAVERLEY WEALTH MANAGEMENT LLC | $364,885 | $117,151,044 | $2,531,323 | $119,682,367 |
| 27 | FC360 WEALTH MANAGEMENT, INC. | $421,673 | $98,045,213 | $22,131,601 | $120,176,814 |
| 28 | BOURKE WEALTH MANAGEMENT | $516,562 | $118,950,870 | $1,407,966 | $120,358,836 |
| 29 | CLEARVIEW WEALTH MANAGEMENT | $220,987 | $117,758,000 | $2,680,000 | $120,438,000 |
| 30 | MISSION TRAILS FINANCIAL | $381,715 | $108,887,870 | $11,733,957 | $120,621,827 |
| 31 | MAYFIELD ADVISORS, INC. | $1,041,779 | $121,888,159 | — | $121,888,159 |
| 32 | LEGACY WEALTH ADVISORS, LLC | $662,078 | $119,670,483 | $4,138,181 | $123,808,664 |
| 33 | ILLUMINATION WEALTH MANAGEMENT | $193,244 | $114,883,203 | $9,566,130 | $124,449,333 |
| 34 | GARNER FINANCIAL MANAGEMENT | $352,261 | $122,464,061 | $2,236,275 | $124,700,336 |
| 35 | TRIAD INVESTMENT MANAGEMENT, LLC | $1,893,121 | $124,945,961 | — | $124,945,961 |
| 36 | OCEANIQ CAPITAL, LLC | $448,751 | $110,103,702 | $15,097,903 | $125,201,605 |
| 37 | AMARA FINANCIAL, LLC | $268,056 | $81,620,870 | $43,829,465 | $125,450,335 |
| 38 | ASPIRE PLANNING ASSOCIATES, INC. | $344,805 | $125,509,086 | — | $125,509,086 |
| 39 | ARCHER POINTE WEALTH MANAGEMENT, LLC | $481,440 | $105,835,785 | $20,301,370 | $126,137,155 |
| 40 | VILLAGE WEALTH ADVISORS | $444,825 | $126,330,421 | — | $126,330,421 |
| 41 | SHERWOOD FINANCIAL PARTNERS, LLC | $1,122,528 | $126,031,526 | $814,149 | $126,845,675 |
| 42 | CLARITY WEALTH MANAGEMENT, INC. | $440,525 | $118,315,336 | $9,436,822 | $127,752,158 |
| 43 | TAYLOR WEALTH MANAGEMENT, LLC | $688,624 | $5,401,283 | $123,371,425 | $128,772,708 |
| 44 | CLUTINGER WILLIAMS & VERHOYE INC | $484,373 | $118,507,517 | $10,819,983 | $129,327,500 |
| 45 | DEL MAR WEALTH MANAGEMENT INC | $434,047 | $130,648,207 | — | $130,648,207 |
| 46 | LUMINA FINANCIAL CONSULTANTS, LLC | $730,232 | $129,541,808 | $2,630,172 | $132,171,980 |
| 47 | GATES PASS ADVISORS, LLC | $551,647 | $130,754,945 | $2,191,988 | $132,946,933 |
| 48 | MILLENNIUM INVESTMENT SERVICES | $631,352 | $131,144,671 | $2,702,035 | $133,846,706 |
| 49 | PARIAX PRIVATE WEALTH MANAGEMENT | $1,277,381 | $130,311,000 | $3,814,000 | $134,125,000 |
| 50 | PARKWORTH WEALTH MANAGEMENT, INC. | $384,501 | $134,190,713 | — | $134,190,713 |
Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.
For more information about the RIA Data Center, please contact InvestmentNews Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.
Database last updated on July 2021.
